Arnhold LLC Sells 33,398 Shares of General Motors Company $GM

Arnhold LLC cut its stake in General Motors Company (NYSE:GM) (TSE:GMM.U) by 11.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 256,537 shares of the auto manufacturer’s stock after selling 33,398 shares during the quarter. General Motors accounts for about 1.3% of Arnhold LLC’s portfolio, making the stock its 25th biggest position. Arnhold LLC’s holdings in General Motors were worth $15,641,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of GM. Vanguard Group Inc. lifted its stake in shares of General Motors by 11.5% during the 2nd quarter. Vanguard Group Inc. now owns 110,759,703 shares of the auto manufacturer’s stock valued at $5,450,485,000 after buying an additional 11,418,367 shares in the last quarter. Viking Global Investors LP lifted its position in shares of General Motors by 81.1% during the second quarter. Viking Global Investors LP now owns 13,018,874 shares of the auto manufacturer’s stock worth $640,659,000 after acquiring an additional 5,830,050 shares in the last quarter. Legal & General Group Plc boosted its holdings in shares of General Motors by 0.5% in the second quarter. Legal & General Group Plc now owns 10,143,779 shares of the auto manufacturer’s stock worth $499,175,000 after acquiring an additional 54,853 shares during the period. Norges Bank bought a new position in shares of General Motors in the second quarter worth $444,319,000. Finally, Ameriprise Financial Inc. grew its position in shares of General Motors by 8.0% in the second quarter. Ameriprise Financial Inc. now owns 5,699,105 shares of the auto manufacturer’s stock valued at $280,457,000 after purchasing an additional 424,396 shares in the last quarter. 92.67% of the stock is owned by institutional investors.

General Motors Stock Performance

NYSE:GM opened at $81.00 on Monday. The stock has a market capitalization of $73.22 billion, a P/E ratio of 26.91, a P/E/G ratio of 0.44 and a beta of 1.36. The company has a current ratio of 1.17, a quick ratio of 1.01 and a debt-to-equity ratio of 1.50. General Motors Company has a 12-month low of $41.60 and a 12-month high of $87.62. The stock has a 50-day moving average price of $81.92 and a 200 day moving average price of $69.16.

General Motors (NYSE:GM) (TSE:GMM.U) last posted its earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share for the quarter, beating the consensus estimate of $2.26 by $0.25. The company had revenue of $45.29 billion during the quarter, compared to analysts’ expectations of $45.81 billion. General Motors had a net margin of 1.46% and a return on equity of 14.72%. General Motors’s quarterly revenue was down 5.1% on a year-over-year basis. During the same period last year, the company posted $1.92 earnings per share. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. Equities research analysts forecast that General Motors Company will post 11.44 EPS for the current fiscal year.

General Motors announced that its board has initiated a stock buyback program on Tuesday, January 27th that permits the company to repurchase $6.00 billion in shares. This repurchase authorization permits the auto manufacturer to buy up to 8.1% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s management believes its shares are undervalued.

General Motors Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Friday, March 6th will be given a dividend of $0.18 per share. This represents a $0.72 annualized dividend and a yield of 0.9%. This is an increase from General Motors’s previous quarterly dividend of $0.15. The ex-dividend date is Friday, March 6th. General Motors’s dividend payout ratio (DPR) is 19.93%.

Key Headlines Impacting General Motors

Here are the key news stories impacting General Motors this week:

• Positive Sentiment: Breakthrough charging tech: GM announced XFC cell technology that can recharge an EV battery in just over 5 minutes — a potential game-changer for EV competitiveness and resale/value prospects if it scales. GM XFC Cell Tech Allows EV Battery Recharging In Just Over 5 Minutes
• Positive Sentiment: Analyst lift on near-term earnings: Zacks Research raised Q2 EPS estimates for GM, supporting the view of stronger short-term profitability and helping justify current multiples. Q2 EPS Estimates for General Motors Lifted by Zacks Research
• Positive Sentiment: Value case highlighted: A Zacks piece argues GM looks like a strong value stock on style/valuation metrics — useful for investors attracted to yield/turnaround stories. Here’s Why General Motors (GM) is a Strong Value Stock
• Neutral Sentiment: Service/quality actions: GM issued fixes for ticking noises in several truck/SUV engines — reduces potential warranty/PR fallout but signals ongoing aftersales support needs. GM Releases Fix For Chevy Silverado, Colorado, Traverse Engine Ticking Noise
• Neutral Sentiment: Product strategy noise: Media coverage about internal disputes over the next-gen Camaro and the GM/Allison split highlights strategic choices that may reshape product mix but have unclear near-term EPS impact. Inside GM’s war over the next-generation Chevrolet Camaro How GM and Allison’s split could change heavy duty trucks
• Negative Sentiment: Analyst haircut to several quarterly EPS estimates: Zacks issued modest downgrades to multiple upcoming quarter estimates (Q1/Q4 2026 and Q1/Q2 2027), which creates short-term pressure on forward guidance expectations. (report excerpt)
• Negative Sentiment: Industry writedowns and EV demand weakness: A WSJ report says Detroit automakers face a roughly $50B hit as EV investment is being scaled back amid cooling demand — a sector-level risk that could pressure GM’s EV plans and long-term margins. Detroit Automakers Take $50 Billion Hit as EV Bubble Bursts
• Negative Sentiment: Recall/service tweak for 6.2L V8: GM’s recalled 6.2‑liter V8 will now use thicker oil — an operational/service change that underscores quality/recall risk and could carry warranty costs or reputational impact. GM’s recalled 6.2-liter V8 now gets thicker oil — here’s the real reason
• Positive Sentiment: Contract/settlement upside: Coverage indicates Honda may be required to compensate GM for poor EV sales under their deal, which would be a modest positive offset to EV revenue risks. Honda Being Forced to Compensate General Motors for Poor EV Sales

Wall Street Analyst Weigh In

Several brokerages have commented on GM. Jefferies Financial Group raised their target price on General Motors from $85.00 to $97.00 and gave the stock a “hold” rating in a research note on Monday, February 2nd. UBS Group lifted their price objective on General Motors from $97.00 to $102.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Morgan Stanley reiterated an “overweight” rating and issued a $100.00 price target on shares of General Motors in a research note on Wednesday, January 28th. TD Cowen reissued a “buy” rating on shares of General Motors in a research note on Wednesday, January 28th. Finally, Wells Fargo & Company boosted their price target on General Motors from $48.00 to $57.00 and gave the stock an “underweight” rating in a research note on Wednesday, January 28th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, General Motors presently has a consensus rating of “Moderate Buy” and a consensus target price of $89.52.

About General Motors

General Motors Company (NYSE: GM) is a global automotive manufacturer headquartered in Detroit, Michigan, that designs, builds and sells cars, trucks, crossovers and electric vehicles, and provides related parts and services. Founded in 1908, GM has long been one of the world’s largest automakers and has evolved into a multi-brand company whose primary marques include Chevrolet, GMC, Cadillac and Buick. Beyond vehicle manufacturing, GM’s operations encompass vehicle financing, connected services and advanced mobility initiatives.

GM develops and markets a broad portfolio of products and technologies, including internal-combustion and battery-electric vehicles, vehicle components and on-board connectivity services.